Moving Email Attachments to Matter Documents

If you have received or sent an email with an attachment, you can easily add this attachment to the Documents page of a matter. From there, you can include the attachment in a folder, edit it, log time spent working on the document, and more.  

1. Click on Matters in the left pane of your Thread page and go to the desired matter.   

2. Select the Emails tab on the top pane. 

3. Click the email containing the attachment.  

4. In the email, click the drop-down menu on the email attachment that you want to add to the Documents page and click Move attachments to documents. 

5. Rename the item and click Move.  

6. The item will now appear on the Documents page. 

You can also select multiple or all emails to move all attachments in selected emails to the Documents tab at once.

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